TCS Onboarding Specialist

OceanFirst Bank • Toms River, NJ

13d • Hybrid

About The Position

The TCS Onboarding Specialist opens Commercial and Government accounts and onboards new and existing Treasury Management (TM) products and services under the direction of the Treasury Client Services Onboarding Supervisor. The role provides personalized customer service, trains customers on new services, and transitions them to TCS Service after implementation is complete.

The specialist sets up Treasury products and services, processes account and service changes, reviews business account applications, and supports customers during onboarding. The role also works with internal partners and the TCS Operations & Analytics team, participates in the TM Sales & Onboarding Deal Team, and completes required training. The position is based in an office environment and requires travel throughout the Bank’s footprint. After initial onboarding is completed, the schedule is hybrid: three days in the office and two days remote.

Requirements

• High school diploma or equivalent.
• At least 3 years of customer service experience in a professional environment involving direct customer contact.
• At least 3 years of Treasury Client Services experience or equivalent.
• Excellent interpersonal, written, and oral communication skills.
• Excellent problem-solving skills.
• Ability to take initiative and work with minimal direction or supervision.
• Proficiency in Microsoft Office Suite.
• Excellent Internet research skills.
• High computer literacy, including Internet, PC, and email technology, and ability to communicate technical information to customers.
• Ability to navigate several computer applications while maintaining a conversation with a customer.
• Multitasking proficiency.
• Attention to detail and solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.
• Ability to operate a computer and communicate simple to complex information with individuals and groups.
• Ability to travel throughout the Bank footprint.

Nice To Haves

• Associate or bachelor’s degree, preferably in Finance, Business, or Accounting.
• Five years of customer service experience is preferred.

Responsibilities

• Set up Treasury products and services for new and existing Commercial and Government customers, including Online Banking, Remote Deposit Capture, Positive Pay, Combined Account Analysis, Combined Commercial Checking, and Sweep Accounts.
• Communicate timely status updates about customer requests and their progress to internal partners and customers.
• Process requested changes, updates, and additions to existing customer products and services, including adding services and accounts, updating Super Users, removing services, and closing Treasury Management services and profiles.
• Process and review new Business Account applications and follow up as needed.
• Provide ongoing support related to onboarding new Treasury Management customers, adding or updating a Treasury Management service, or opening a new account.
• Conduct onboarding and training calls for Commercial and Government customers receiving new Treasury Management services.
• Deliver a respectful, courteous, and professional experience to internal and external Bank customers.
• Guide new Treasury Management customers on how to report a product issue.
• Review new setups and service changes, updates, and additions according to procedures to ensure accuracy.
• Complete onboarding tasks within established timeframes and management-set Key Performance Indicators.
• Take ownership of customer issues and work with customers to identify appropriate resolutions.
• Follow Bank policies, procedures, protocols, and guidelines.
• Work with the TCS Operations & Analytics team when appropriate to assist customers with technical requests.
• Participate in the TM Sales & Onboarding Deal Team to support communication across Commercial and Government Bank areas.
• Complete required training through Regulatory University and additional online education certifications.
• Recommend process improvements and efficiencies that may enhance customer or department experience.
• Perform other duties and requested projects assigned by Management.

Benefits

• On-site fitness facility at the Red Bank and Toms River headquarters offices.
• Hybrid schedule after initial onboarding is completed: three days in office and two days remote.
• Employee perks and discount programs.
• Tuition assistance.
• Incentive compensation program.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED